Financial Services Advisor

2 days ago


Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Full time
Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.

Key Responsibilities
  • Deliver financial planning advice to clients through a mixture of in-person and virtual meetings.
  • Grow your own client bank through proactive activities such as referrals, networking, and social media.
  • Work closely with our team to provide comprehensive back office support and specialist services.
  • Access in-house training programmes and support towards becoming a Chartered Financial Planner.
Requirements
  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Proven track record in converting business opportunities.
  • Chartered status preferred.
Benefits
  • Salary of £50,000 - £75,000 subject to experience and qualifications.
  • Holiday pay, phone, laptop, and bonus structure.
  • Home-based role with travel to meet clients and use of regional offices.
  • Self-employed option available.
About the Role

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.

Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.



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